Contact us for a free initial consultation

01743 247751

62 Sutton Road,
Shrewsbury,
Shropshire,
SY2 6DS

Investments

When considering investments It is important to seek advice on:
- Your risk profile
- Your time frame
- Your tax position

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Avoid IHT

Inheritance Tax (IHT) could seriously damage your wealth! However, with proper planning it could be considerably reduced or even eliminated.

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Testimonials

"...as one of the Executors. You have carried out your duties in a very professional manner."
Wace Morgan Solicitors (Shrewsbury)

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Contact us for a free initial consultation

01743 247751

62 Sutton Road,
Shrewsbury,
Shropshire,
SY2 6DS

Independent Financial Planning...

Based in Shrewsbury, Shropshire we specialise in giving independent advice on investments and inheritance tax planning.

Contact us today and our principal Peter Meeks will give you his personal attention and comprehensive advice.

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